Many people call. Few cases fit. The timeline tells you which.
Malpractice firms hear from a lot of people and take only a few cases. Your attorneys need the timeline fast, and every caller deserves a clear, kind answer. LegalCRM.pro screens each inquiry in English or Spanish, gathers the dates, and books the consults worth an attorney's hour.
Attorney hours go to calls that were never cases
Florida requires real investigation before a medical negligence claim can be filed. So most calls do not become cases. When an attorney takes every first call, the hours disappear into screening.
The calls that do matter need a clean timeline. When did care happen, who gave it, and when did the caller learn something went wrong? If intake misses those dates, the review starts late.
What malpractice callers ask, and what LegalCRM does
Missed or late diagnosis
“My doctor said it was nothing. Now it is cancer.”
Records when symptoms were reported, when the diagnosis came, and which providers were involved. It says nothing about whether the care was wrong.
Surgery that went wrong
“Something went wrong in my operation and I had to go back in.”
Records the hospital, the procedure, the date, the outcome, and any follow-up surgery.
Birth injury
“My baby was hurt during delivery.”
Uses gentle words your firm approves. Records the birth date, the hospital, and the child's condition, and routes it to an attorney quickly.
Medication error
“The hospital gave me the wrong medicine.”
Records the medication, who prescribed or gave it, the date, and the harm that followed.
Legal or accounting malpractice
“My lawyer missed a deadline and I lost my case.”
Takes the professional's name first for the conflict check. Then it records the engagement, the error claimed, and when the caller found out.
Calls that go to an attorney first
A death, a birth injury, or a caller who says a key date is close or records may be destroyed is set up as urgent. On Practice and Group, the voice agent escalates those calls to the human path your firm defines, for example the attorney on call. The rules are configured and tested before the agent takes a live call.
No negligence opinions
The system never says a doctor or other professional did something wrong, and never predicts a result (Florida Bar Rule 4-7.13). Only an attorney, with expert review, can judge that.
Built around presuit
Florida medical negligence claims require a presuit investigation and notice before suit (Fla. Stat. 766.106), including a supporting medical opinion (766.203). Intake gathers what that review needs, so the work can start sooner.
Dates recorded, not judged
Malpractice time limits are short and depend on the facts. LegalCRM records when care happened and when the caller learned of the harm, and flags it for attorney review. It never says if a claim is still open.
Health details kept short
Intake records the condition and the providers in general terms. Medical records come later, through a secure channel your firm controls, never by text.
In the language they wrote in
A family in South Florida may get care in English and live their life in Spanish. When something goes wrong at a hospital, they want to explain it in the words they use at home. Spanish questions and texts let them give the dates and names clearly, and a decline, when it comes, reads with the same care.
Pipeline stages we ship for this practice
Not a law firm, and never legal advice
LegalCRM.pro is an intake and follow-up system, not a law firm. It does not give legal advice, and the attorney-client relationship stays with your firm.
On Practice and Group, Aday Interactive writes every message in both languages to fit the Florida Bar's advertising rules (Chapter 4-7) and the ABA Model Rules, and your attorney approves each one before anything sends. The messages answer people who contacted your firm first. They are not a tool for reaching out to strangers.
Rather have it set up and run for you? Aday Interactive does that for firms in this practice.
See the done-for-you build → Compliance detail →Related practice areas
Personal injury
Crash, fall, and bite calls answered in English or Spanish, with the incident date on record for the attorney.
Civil litigation
Every party captured before the story, and served lawsuits flagged for same-day review.
Disability
Intake for SSDI and SSI applications, denials, hearings, and reviews, with notice dates flagged for an attorney.
Questions we get on this call
Never. That takes an attorney and, in Florida, a qualified medical expert during presuit review. The system gathers the timeline and books the consult.
Nothing until an attorney decides. After that, your firm's approved decline message goes out by text or email in English or Spanish. Many firms have it suggest talking to another lawyer soon. It never comments on the merits.
Yes. The professional's name goes into the conflict-check field first, then the engagement, the error claimed, and when the caller found out.
No. It records the dates and flags them for attorney review. It is not a docketing system and never tells a caller whether they are in time.
Give your attorneys the timeline, not the screening.
Book a 30-minute demo and see how a malpractice inquiry arrives with its dates already in order.
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